Aditya Birla Sun Life Global Emerging Opportunities Fund
Direct · Growth ₹31.90
02 Nov 2026
NAV
7.8%
3Y CAGR
8.2%
5Y CAGR
7.8%
10Y CAGR
7.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.45
Sharpe
-41.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.54%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.61 L | 9.4% | -39.7% | 53.0% |
| 3 Years | ₹36.00 L | ₹40.78 L | 9.0% | -22.1% | 27.7% |
| 5 Years | ₹60.00 L | ₹77.54 L | 9.8% | -3.7% | 19.8% |
| 7 Years | ₹84.00 L | ₹1.25 Cr | 10.7% | -3.3% | 17.6% |
| 10 Years | ₹1.20 Cr | ₹2.09 Cr | 10.3% | 5.9% | 15.2% |
| 12 Years | ₹1.44 Cr | ₹2.78 Cr | 10.8% | 7.0% | 13.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 9.4% | 14.3% | 24.1% | -4.9% |
| 3 Years | 9.0% | 11.0% | 16.6% | -2.0% |
| 5 Years | 9.8% | 10.4% | 13.5% | -0.5% |
| 7 Years | 10.7% | 10.6% | 11.4% | +0.2% |
| 10 Years | 10.3% | 11.4% | 11.4% | -1.2% |
| 12 Years | 10.8% | 11.3% | 12.5% | -0.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.7% | 9.0% | -30.8% | 65.0% | 0.14 | 0.21 | 69% | — | — |
| 3 Years | 7.8% | 7.7% | -12.8% | 25.4% | 0.17 | 0.27 | 82% | — | — |
| 5 Years | 8.2% | 10.0% | -3.1% | 18.5% | 0.32 | 0.50 | 87% | — | — |
| 10 Years | 7.8% | 7.4% | 3.2% | 13.4% | 0.45 | 1.16 | 100% | — | — |
-41.9%
Max Drawdown
18 mo
Drawdown Duration
53 mo
Recovery Time
-10.9%
Avg Drawdown
Calmar Ratio by Duration
0.21
1Y
0.19
3Y
0.20
5Y
0.21
7Y
0.19
10Y
0.17
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.22 | 0.28 | 45.8% | 28.7% | 6.8% | -10.9% |
| 3 Years | +12.44 | 0.18 | 37.6% | 13.2% | 18.9% | 6.4% |
| 5 Years | +1.62 | 0.25 | 39.4% | 30.1% | 7.8% | 5.2% |
| 7 Years | +6.31 | 0.20 | 36.6% | 23.9% | 13.5% | 10.0% |
| 10 Years | +3.50 | 0.15 | 28.9% | 17.9% | 10.6% | 10.3% |
| 12 Years | +0.99 | 0.19 | 31.8% | 24.0% | 8.0% | 9.0% |
| 15 Years | -0.98 | 0.18 | 28.5% | 22.4% | 6.0% | 9.4% |